Innovative247 Service Request Manager

Dashboard

Offers

Program #: 1665

Module: Utilities

Overview

Use Offers (program #1665) to define the details of discount offers to make to customers in the Customer Offers tab of Contract Master (program #548). This program is client-specific for Company 106.

Navigating to Offers

Use the following steps to access the Offers program:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "1665" and press ENTER.

w The Offers window opens.

The Offers Window

The following graphic shows Offers as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Offers.

Field/Column	Description
ID	ID number of the offer.
Description	Description of the offer.
Reason	Select an offer reason for the selected offer type. In the Customer Offers tab of program #548, when you select an offer reason in the Reason field, the drop-down menu of the Offer field displays only those offer types associated with the selected reason in program #1665. (This menu originates from program #1687.)
Text (No label)	Free-form text about the offer.
Dealer	Dealer associated with the offer. The offer is only available on installations with the selected dealer. (This menu originates from program #1537.)
Country	Country associated with the offer. The offer is only available on installations in the selected country. (This menu originates from program #1865.)
Chart	Offer flow steps that SBN takes to determine whether a customer is eligible to receive the selected offer in the Customer Offers tab of program #548. (This menu originates from program #1663.)
Valid From	Date and time when the period in which the discount can be offered to customers begins.
Discount %	Discount percentage that the offer includes.
Discount Amount	Discount currency amount that the offer includes.
Form	Form that appears in the Offer Details window of the Customer Offers tab of program #548 when you add, view, or change the selected offer on a contract.
Valid To	Date and time when the period in which the discount can be offered to customers ends.
Item Code	Item code associated with the offer. When you approve the selected offer in the Customer Offers tab of program #548, SBN creates a cycle fee using this item code. (This menu originates from program #1535.)
Action/Ix	Action and action index that you must enable in your action profile in program #1502 in order to use the selected offer.
Create User	User ID that created the offer.
Create Date	Date and time when a user created the offer.
Active	Select this check box to indicate that the offer is active and can be added to contracts in the Customer Offers tab of program #548.
Duration	Number of months that the discount will be in effect when a customer accepts the offer.
Change User	User ID that last made changes to the offer.
Change Date	Date and time when a user last made changes to the offer.

Creating an Offer

Use the following steps to create an offer:

1. Choose New Record.

w The fields in the lower pane open for changes.

2. Enter details for the offer.

3. Choose Save.

w The new offer appears in the list in the upper pane.

Changing an Offer

You can change the description of an existing offer.

Use the following steps to change an offer:

1. From the upper pane, select the offer you want to change by double-clicking or choosing Get Record.

w The offer details appear in the lower pane.

2. Choose Change Record.

w The fields in the lower pane open for changes.

3. Change as necessary.

4. Choose Save.

Deleting an Offer

Use the following steps to delete an offer:

1. Select the offer you want to delete.

2. Choose Delete Record.

w The offer no longer appears in the list in the upper pane.

Restoring a Deleted Offer

Use the following steps to restore deleted offers:

1. Choose Select Record to Undelete.

w The Undelete window appears.

2. In the Undelete window, find the offer you want to restore and double-click it, or choose [ENTER].

w SBN restores the offer to the list in the upper pane.

Zooming into the Sublevel

Offers contains a sublevel in which you may define other offers that cannot be applied to a contract when the selected offer is applied.

Actions 1665/10-14 control access to the Offers Exclusion tab and its buttons.

The Offers Exclusion Tab

The following graphic shows the Offers Exclusion tab. The tab displays previously defined offers that cannot be applied to a contract when the selected offer is applied.

Field/Column Descriptions

The following table describes the fields and columns used in the Offers Exclusion tab.

Field/Column	Description
Offer ID	ID of an offer that cannot be applied to a contract when the selected offer is applied.
Description	Description of the offer.
Active	Select this check box to indicate that only an active offer of the selected type is not allowed. If this check box is blank, the selected type is never allowed, including expired or future offers.
Within X Months	Enter the number of months within which an offer was added to a contract to not be allowed. If this field is blank, the selected offer type is not allowed regardless of when the offer was added to a contract.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+f1	1665/ 1	View details of selected record.
	Change Record	f2	1665/ 2	Change selected record.
	New Record	f3	1665/ 3	Create new record.
	Delete Record	shift+f10	1665/ 4	Delete selected record.
	Select Record to Undelete	alt+f10	1665/ 5	Restore deleted record.
	Copy Current Record	SHIFT+f3	1665/ 1	Copy details of selected record into new record.
	Previous Record	f4	1665/ 1	View details of previous record.
	Next Record	f5	1665/ 1	View details of next record.
	Zoom In/Out of Sublevel	F10	1665/ 1	Access sublevel tab.
	Tear Away Selected Tab	F7	1665/ 1	View sublevel tab in separate window.